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![CryptoMichNL Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::146008010.png) Michaël van de Poppe [@CryptoMichNL](/creator/twitter/CryptoMichNL) on x 798.7K followers
Created: 2025-07-09 19:26:00 UTC

Of course I question whether I have the right thesis on #Altcoins.

A lot.

That's part of being an investor. 

However, if you're XXX% certain about the decision and direction of those positions, then usually you'll be too late to be taking that position as others have seen it too.

The moment that you're actually uncertain in the short-term, but have conviction in the long-term, that's the sweet spot of making an arbitrage return on the markets.

The costs?

Potentially being down a lot. 

But, you can't have a XXX% return without expecting the XX% downwards periods.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943028886033567769/c:line.svg)

**Related Topics**
[altcoins](/topic/altcoins)
[longterm](/topic/longterm)
[positions](/topic/positions)
[investment](/topic/investment)

[Post Link](https://x.com/CryptoMichNL/status/1943028886033567769)